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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

573 hedge funds and large institutions have $6.57B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 232 increasing their positions, 180 reducing their positions, and 32 closing their positions.

Holders
573
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.31%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
43
Increased
232
Reduced
180
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EI
1
Ellevest Inc
New York
$62.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$83.8M
3
Northern Trust
3
Northern Trust
Illinois
$298M
4
Bank of America
4
Bank of America
North Carolina
$754M
5
Betterment LLC
5
Betterment LLC
New York
$321M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$410M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$87.5M
3
BlackRock
3
BlackRock
New York
$96.3M
4
Jane Street
4
Jane Street
New York
$12.3M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$464M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$754M 9,430,635 +249,311 +3%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$484M 6,054,493 +11,374 +0.2%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$464M 5,811,965 -187,796 -3%
Morgan Stanley
4
Morgan Stanley
New York
$410M 5,127,090 -4,624,442 -47%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$400M 5,008,504 +39,797 +0.8%
Betterment LLC
6
Betterment LLC
New York
$321M 4,014,381 +177,858 +5%
Northern Trust
7
Northern Trust
Illinois
$298M 3,730,183 +362,965 +11%
Ameriprise
8
Ameriprise
Minnesota
$167M 2,080,661 +55,175 +3%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$156M 1,948,793 -5,779 -0.3%
Wells Fargo
10
Wells Fargo
California
$132M 1,648,140 +21,773 +1%
Goldman Sachs
11
Goldman Sachs
New York
$128M 1,596,498 -15,651 -1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$124M 1,554,037 +81,631 +6%
UBS Group
13
UBS Group
Switzerland
$121M 1,511,678 -11,346 -0.7%
FLPIM
14
F.L. Putnam Investment Management
Massachusetts
$108M 1,350,054 +33,139 +3%
AA
15
Acorns Advisers
California
$98.4M 1,231,273 +49,430 +4%
BlackRock
16
BlackRock
New York
$96.3M 1,205,697 -411,394 -25%
ST
17
Spinnaker Trust
Maine
$94.4M 1,181,809 +7,970 +0.7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$87.5M 1,094,920 -655,434 -37%
Wealthfront Advisers
19
Wealthfront Advisers
California
$87.3M 1,092,361 +103,212 +10%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$83.8M 1,048,095 +378,951 +57%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$72.9M 912,389 +111,477 +14%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$69.8M 873,624 +46,662 +6%
US Bancorp
23
US Bancorp
Minnesota
$65.2M 816,058 +17,991 +2%
EI
24
Ellevest Inc
New York
$62.1M 777,741 +662,259 +573%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$53.5M 668,885 +39,322 +6%
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